FM
NEE icon

Family Management’s NextEra Energy NEE Stock Holding History

Family Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.25M Buy
+34,939
New +$3.11M 0.39% 62
2023
Q3 		– Sell
-3,874
Closed -$287K – 170
2023
Q2 		$287K Sell
3,874
-267
-6% -$20.2K 0.06% 112
2023
Q1 		$319K Sell
4,141
-660
-14% -$50.8K 0.07% 91
2022
Q4 		$401K Buy
4,801
+5
+0.1% +$404 0.1% 95
2022
Q3 		$376K Hold
4,796
– – 0.1% 95
2022
Q2 		$371K Sell
4,796
-3,424
-42% -$261K 0.11% 101
2022
Q1 		$696K Buy
8,220
+64
+0.8% +$5.13K 0.19% 81
2021
Q4 		$761K Sell
8,156
-100
-1% -$8.64K 0.2% 84
2021
Q3 		$648K Buy
8,256
+3
+0% +$242 0.18% 89
2021
Q2 		$605K Buy
8,253
+3,389
+70% +$254K 0.16% 99
2021
Q1 		$368K Buy
4,864
+602
+14% +$47K 0.12% 110
2020
Q4 		$329K Buy
+4,262
New +$319K 0.11% 112

Other funds holding NEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return